Citable filing context
MU's research view summarizes recent SEC filing context, starting with earnings from Sep 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 30, 2026 | earnings | Micron Technology reported record fiscal 2026 revenue of $133.19 billion and Q4 revenue of $54.23 billion. |
| Aug 26, 2026 | management_change | Micron appointed Manish Bhatia as President and COO and Scott DeBoer as President and Chief Technology and Products Officer. |
| Jun 24, 2026 | earnings | Micron reported Q3 fiscal 2026 revenue of $41.46 billion and GAAP net income of $28.24 billion. |
| Sep 30, 2026 | Guidance: diluted_eps | 37.15 to 39.15 |
| Sep 30, 2026 | Guidance: gross_margin | not reported to not reported |
| Sep 30, 2026 | Guidance: operating_expenses | not reported to not reported |
| Jun 25, 2026 | mda_quarterly | Micron Technology’s financial performance in the third quarter of 2026 reflects significant growth driven by robust demand for AI-related memory and storage, which continues to outpace industry supply. Revenue reached $41.46 billion, a 346% increase year-over-year, while gross margin expanded to 85%. This surge is attributed to substantial price increases and strong bit shipment growth across both DRAM and NAND product portfolios. To secure long-term supply, Micron has increasingly utilized strategic "take-or-pay" customer agreements. These contracts, which include binding volume commitments and price bands, are expected to enhance financial predictability and durability. The company is aggressively expanding its manufacturing footprint to meet future demand, with ongoing projects in Idaho, New York, India, Japan, Singapore, and Taiwan. Notably, Micron completed the $1.8 billion acquisition of a wafer fabrication facility in Taiwan in March 2026. Liquidity remains strong, with $30.13 billion in cash and marketable investments. The company significantly deleveraged its balance sheet during the first nine months of 2026, prepaying $8.51 billion in debt. While Micron faces ongoing patent litigation—including disputes with Netlist and YMTC—management does not currently expect these matters to have a material adverse effect on operations. |
| Mar 19, 2026 | mda_quarterly | Micron Technology continued its common stock repurchase program, originally authorized in 2018 for up to $10 billion with no expiration date. This discretionary program is subject to market conditions and restrictions from CHIPS Act direct funding agreements. During the quarter ended February 26, 2026, Micron repurchased 1.2 million shares of its common stock for $350 million. This total includes 22,132 shares withheld as payment for withholding taxes upon the vesting of restricted stock awards. For the period between December 26, 2025, and January 22, 2025, the average price paid per share was $287.98. As of February 26, 2026, $2.16 billion of the original authorization remained available for future common stock repurchases. |
Source: SEC EDGAR filing text and events; period Sep 30, 2026; filed Sep 30, 2026.
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